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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
276
Column Capital Advisors
Indiana
$27K – – –
DFCM
277
Dark Forest Capital Management
Puerto Rico
$26K +$24.7K +282 New
Lazard Asset Management
278
Lazard Asset Management
New York
$26K +$25.4K +290 New
Federation des caisses Desjardins du Quebec
279
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.8K – – –
SignatureFD
280
SignatureFD
Georgia
$24K +$4.21K +48 +23%
Clearstead Advisors
281
Clearstead Advisors
Ohio
$24K +$22.5K +257 New
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$23K +$12.4K +142 +133%
CMBA
283
C.M. Bidwell & Associates
Hawaii
$21K – – –
CMF
284
Counterpoint Mutual Funds
California
$20K +$19K +217 New
Central Trust Company
285
Central Trust Company
Missouri
$18K – – –
TCI Wealth Advisors
286
TCI Wealth Advisors
Arizona
$18K +$8.5K +97 +99%
IPW
287
IronBridge Private Wealth
Texas
$17K – – –
Global Retirement Partners
288
Global Retirement Partners
California
$13K +$3.5K +40 +38%
Quadrant Capital Group
289
Quadrant Capital Group
Ohio
$13K +$4.47K +51 +59%
LWA
290
Lenox Wealth Advisors
New York
$12K -$13.8K -157 -55%
Allworth Financial
291
Allworth Financial
California
$11K +$10.2K +116 New
IFAM
292
Institutional & Family Asset Management
Colorado
$10K – – –
Jones Financial Companies
293
Jones Financial Companies
Missouri
$10K – – –
Brown Brothers Harriman & Co
294
Brown Brothers Harriman & Co
New York
$10K +$9.64K +110 New
First Manhattan
295
First Manhattan
New York
$9K – – –
Spire Wealth Management
296
Spire Wealth Management
Virginia
$9K – – –
BIA
297
Bell Investment Advisors
California
$7K +$6.84K +78 New
BMD
298
Better Money Decisions
New Mexico
$6K – – –
LWM
299
Liberty Wealth Management
California
$6K +$2.19K +25 +93%
Country Trust Bank
300
Country Trust Bank
Illinois
$6K +$5.35K +61 New